Isaac Schreckenberg is a financial advisor at RubinBrown Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked at RubinBrown Advisors and RubinBrown LLP since 2024, with prior roles including Ameriprise Financial and Kennedy Capital Management. Outside of advising, his background includes experience at Illinois State University Career Services and entrepreneurial work with Brite Worx Car Washery. RubinBrown Advisors, LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, managing approximately $3.86 billion in assets. The firm uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice, and incorporates tax-aware practices and AI tools in its financial planning process.

Heather Burke is a CFP® and Series 65-licensed advisor at Acropolis Investment Management with three years of industry experience. She has been with Acropolis since 2022 following a nine-year break from employment. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework guided by both commercial and academic data to build diversified portfolios emphasizing tax efficiency and low turnover.

Joleen Scharenbroch is a CFP® professional at Plancorp, LLC with 28 years of industry experience. She has worked at Plancorp since 2017, with prior roles at PNC Bank and PNC Investments. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, financial planning, pension consulting, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment approach and maintains ongoing portfolio management with discretionary and non-discretionary options.

Amy Abrams is a financial advisor at Prospera Financial Services, Inc. She holds Series 63 and 65 licenses and has four years of industry experience. Prior to joining Prospera, she worked at Cutter and Company for nine years and Loomis for one year. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning and portfolio management through various advisory programs and third-party platforms.

Kevin Reynolds is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Krilogy Financial, LLC since 2014. He also has a long-standing role at Life Time Fitness beginning in 2009. Outside of his advisory work, Reynolds receives referral fees for group health business through an agreement with the Cornerstone Group. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, utilizing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Gary Breneman is a financial advisor at Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealth Management since 2006. In addition to his advisory role, he is president and owner of Mutual Fund Publishing Co., which publishes tax reference books, and he serves as treasurer on several nonprofit boards including Gifts of Love International and Woods Mill Professional Campus. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and institutional clients. The firm manages approximately $3.1 billion in assets, employing a modern portfolio theory approach primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Allison Wimer is a financial advisor at Krilogy with four years of industry experience. She holds a Series 66 designation and has previously worked at Clayton Financial Group and Axa Advisors. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm utilizes a long-term investment philosophy led by an internal committee and offers a range of services such as portfolio management, financial planning, and family office support.

Barry Gerdin Jr. is a financial advisor at Prospera Financial Services, Inc. with 35 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Prospera in 2025, he worked for Cutter & Company, Inc. for 33 years. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Alan Simms is a financial advisor with Mutual Advisors, LLC in Clayton, MO, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. He previously worked at First Heartland Capital Inc for 16 years before joining Mutual Advisors in 2018. Outside of his advisory role, Simms also operates as an independent insurance agent and continues work as a nurse anesthetist. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers both discretionary and non-discretionary advisory services, employing a combination of active and passive management strategies tailored to clients’ objectives, and is notable for its scale of institutional business and specialized client types.

Michael Bean II is a CFA® charterholder with five years of industry experience. He has been with RubinBrown Advisors LLC since 2020 and is also affiliated with Rubinbrown LLP since 2017. Prior to this, he worked at FerrellGas for one year. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm utilizes strategic asset allocation through model portfolios of mutual funds and ETFs, offers both discretionary and non-discretionary advice, and incorporates tax-aware practices and AI tools into its financial planning process.

Kenneth Crawford is a Series 65 licensed advisor with Argent Capital Management LLC in St. Louis, Missouri, where he has worked since 2002. He has 22 years of industry experience. Argent Capital Management provides investment advisory services to endowments, foundations, pension funds, investment companies, and high net worth individuals. The firm employs a team-based investment process focused on concentrated, low-turnover portfolios of high-quality companies and manages various separately managed domestic equity strategies as well as investment company vehicles including a collective fund and ETF.

Nancy Carrel is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 designations. She has eight years of industry experience, including roles at BFC Planning since 2021 and Berthel Fisher & Company Financial Services since 2017. Prior to her financial services career, she worked for over a decade at Schicker Automotive. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a network of advisors managing approximately $3.8 billion in assets across more than 11,000 client relationships.

Adam Henrichs is a financial advisor at Krilogy Financial with five years of industry experience. He holds a Series 65 designation and has worked at Krilogy Financial since 2021. Prior to that, he held positions at Integrated Wealth Advisors, LLC, and spent several years in the restaurant industry with California Pizza Kitchen, PW Pizza, and Pi Pizzeria. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm provides portfolio management, financial planning, corporate retirement plan consulting, and family office services, using a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Carlton Dick is a financial advisor at Arax Advisory Partners with 13 years of industry experience. He holds the Series 66 credential and previously worked for Purshe Kaplan Sterling Investments and Summit X LLC for nine years. In addition to his advisory role, he is active as a licensed insurance agent involved in life insurance through Ash Brokerage/PKS Financial. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm uses a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is noted for its use of performance-based fee arrangements and active insurance brokerage operations.

Stoyan Petev is a financial advisor at Prosperity Capital Advisors with 25 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations. His prior roles include positions at First Heartland Corporation and First Heartland Capital, Inc., where he worked for 25 years, as well as more recent experience at Mid-Continent Companies, Ltd and Nationwide Investment Services Corp. Mr. Petev is also a licensed insurance agent and consults on Private Placement and Institutionally-Owned Life Insurance cases. Prosperity Capital Advisors serves a broad client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Stephanie Pogue is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Sequent Planning since 2018 and is also the owner and licensed insurance agent of St. Louis Insurance Group, a business offering insurance products and services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party managers, and comprehensive retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Kent Kobernus is a CFP®-designated financial advisor with nine years of industry experience. He is associated with Visionary Wealth Advisors, LLC and has worked at Saxony Securities, Inc., Krilogy Financial, Bank of America, N.A., Merrill, and The Boeing Company. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.

Brent Spicuzza is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds a Series 66 designation and previously worked at Summit X, LLC for nine years. Outside of his advisory role, he serves as secretary of Summit Bancshares, Inc., a bank holding company, and manages a residential property in a college town. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Nicholas Gehrs is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.J.B. Hilliard, W.L. Lyons, LLC, Cutter and Company, and founded Green Bridge Wealth Advisors, where he continues to serve as a financial consultant and owner. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

I desire to simplify stock options and personal finance topics. My core belief is that money is a tool that can facilitate spending your time doing what you love, with who you love. I specialize in serving individuals in their 30's and 40's who hold stock options in a pre-IPO company. Together we navigate the nuances of equity compensation, manage the risks you're exposed to along the way, and provide a clarity for how a financial windfall can provide new opportunities for you & your family. Our relationship begins with understanding what you value, who is most important to you, how you desire to spend your time, and what challenges you're currently facing. I aim to create a safe space to ask questions and distill an actionable roadmap to guide you on a path for using your money to live a good life today and in the future. Interested in seeing what an advisory relationship could look like? I'd love the opportunity to meet you & see how I can be of help!